Agent, Client Experience - Toronto, ON - Hybrid (Fixed Term Contract)

OpenKrill; United States; On-site; USD 29,000 - 44,000; Full time

Benefits offered by this job

Health Spending Account

Group Savings Plan

Paid Time Off

Home Office Allowance

MacBook & Peripherals

Job summary

Wealthsimple is Canada's leading fintech, hiring for a 6-month contract in Toronto/GTA, hybrid work, and training in-office for weeks. You’ll respond to customers, explain financial concepts, and support clients through complex money transfers and investments.

Ideal candidates have 1–2 years in fast-paced customer service, a passion for personal finance, and excellent English communication. The role offers benefits, a pro-rated home-office allowance, and a path to permanent opportunity based on

Qualifications

• 1–2 years of high-volume customer service experience.
• Genuine interest in personal finance and the stock market.
• Comfort juggling multiple browser tabs, Slack, and fast-paced workflows.
• Excellent written and verbal communication in English.
• Willingness to embrace a rotating schedule in a hyper-growth environment.

Responsibilities

• You are the voice of Wealthsimple, translating complex investment and personal finance concepts into clear guidance.
• Own the client journey end-to-end, resolving issues and ensuring client financial goals are met.
• Collaborate cross-functionally with Product and Operations to improve tools based on frontline insights.
• Develop fintech expertise by mastering multiple financial platforms.

Skills

Customer service

Communication

Written English

Curiosity about personal finance

Job description

BUILD SOMETHING PEOPLE LOVE

Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.

We're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.

Launch Your Fintech Career at Wealthsimple

Ready for a role that actually changes your trajectory? Our Client Operations team doesn’t just answer tickets; we solve complex financial puzzles and translate them into simple, human solutions. We are the operational engine powering Canada's largest fintech, and we are looking for sharp, ambitious problem-solvers to join us.

If you want to build deep financial expertise, work alongside incredibly talented people, and get your foot in the door at a company that is redefining wealth: this is your moment.

• The Timeline: This is a 6-month contract starting November 23rd, 2026, with strong possibilities for extension and conversion to permanent full-time based on business needs and your performance!
• The Hours: Full-time, 8-hour shifts (including weekends and holidays) rotating between 8:00 AM and 8:30 PM.
• The Location: Hybrid. You must reside in the Toronto/GTA area and have the legal right to work in Canada.
• The Nesting Period: After your remote training (Weeks 1 and 2), to set you up for absolute success, you will spend up to 6 full weeks in-office (Mon-Fri) at our 80 Spadina Avenue headquarters for training. After that, you transition to our standard hybrid/remote model.

Your Daily Impact

• The Voice of Wealthsimple: You aren’t just a support agent; you are an advocate for our clients’ financial freedom. You will break down complex investment, trading, and personal finance concepts so they are simple and accessible.
• Strategic Problem Solving: You own the client journey end-to-end. Whether navigating a massive institutional transfer or untangling a back-office glitch, you ensure our clients hit their financial goals.
• \"Maker-Owner\" Mindset: You’ll work cross-functionally with Product and Operations, learning the deep mechanics of our tools and actively improving them based on your front-line insights.
• Expertise at Scale: Master multiple financial platforms simultaneously and establish yourself as a true fintech expert.

Who You Are & What You Bring

• The Experience: 1–2 years of high-volume customer service experience (Retail, Hospitality, Banking, or Tech Support).
• The Curiosity: You have a genuine interest in personal finance and the stock market. (Knowing your way around an RRSP or a TFSA puts you ahead of the game!).
• The Tech Agility: You live in the fast lane. You are comfortable juggling multiple browser tabs, living in Slack, and leveraging keyboard shortcuts for maximum speed.
• The Communication: Exceptional written and verbal communication skills in English (Bilingual French is a massive plus!).
• The Mindset: You are resilient, adaptable, and ready to embrace a rotating schedule in a hyper-growth environment.

Your Benefits at Wealthsimple (yes, even on a contract!)

• Health Spending Account: $3,000/year. A flexible, tax-free account funded by Wealthsimple to cover your medical, dental, vision care expenses, and more.
• Group Savings Plan: Wealthsimple makes an automatic 3% contribution and matches your own contributions up to 1.5% (for a total company contribution of up to 4.5%).
• Paid Time Off (PTO): Up to 20 vacation days per year (depending on contract duration) + 1 paid sick day per month.
• Work From Anywhere (WFA): You receive an automatic pro-rated allowance of $75/month to cover your home office expenses.
• IT Equipment: We provide you a MacBook for work. Plus, as a gift, you will receive a monitor, keyboard, mouse, adapter, and headset so you can work comfortably.

WHY WEALTHSIMPLE?

• Top-tier health benefits and life insurance
• Long-term group savings with employer match, through Wealthsimple for Business
• 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*
• 90 days away: work outside Canada for up to 90 days per year*
• Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
• We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.

*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.

ICYMI

Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.

Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.

Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.

AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.